Skip to content
Disclosery

Cladis Investment Advisory, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cladis Investment Advisory, LLC on XLF, newest first. How the timeline and the estimate are built.

Cladis Investment Advisory, LLC held 35,877 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,877 shares
    Change vs previous 13F +1,829 shares

    0.9% of the 13F portfolio, value $1,923,375.

    13F-HR 0001911520-26-000003 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,048 shares
    Change vs previous 13F -399 shares

    0.92% of the 13F portfolio, value $1,680,967.

    13F-HR 0001911520-26-000002 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,447 shares
    Change vs previous 13F +301 shares

    1.03% of the 13F portfolio, value $1,886,670.

    13F-HR 0001911520-26-000001 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,146 shares
    Change vs previous 13F +335 shares

    1.05% of the 13F portfolio, value $1,839,463.

    13F-HR 0001911520-25-000006 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,811 shares
    Change vs previous 13F -209 shares

    1.11% of the 13F portfolio, value $1,770,659.

    13F-HR 0001911520-25-000005 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,020 shares
    Change vs previous 13F +891 shares

    1.23% of the 13F portfolio, value $1,694,525.

    13F-HR 0001911520-25-000003 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,129 shares
    Change vs previous 13F +1,001 shares

    1.14% of the 13F portfolio, value $1,601,122.

    13F-HR 0001911520-25-000001 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,128 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,456,039.

    13F-HR 0001911520-24-000016 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).